|
Institutional
Holders
Total
Institutions:
|
57 4 |
|
Total
shares held :
|
1,399,823 |
|
% of shares
held :
|
15.55% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-14 |
|
Amount
of shares held :
|
-202,471 |
|
% of shares
held change :
|
-2.25% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Lifestyle Asset Management Inc. |
1 |
*New |
2024-03-31 |
814,682 |
$28,432,000 |
814,682 |
|
Spectrum Asset Management Inc. (NB/CA) |
3 |
*New |
2024-03-31 |
284,732 |
$9,937,000 |
284,732 |
|
ENVESTNET ASSET MANAGEMENT INC |
1656 |
- |
2024-03-31 |
232,746 |
$8,123,000 |
67,434 |
|
Kestra Advisory Services LLC |
391 |
- |
2024-03-31 |
214,717 |
$7,494,000 |
105,223 |
|
Change Path LLC |
98 |
- |
2024-03-31 |
153,378 |
$5,353,000 |
105,360 |
|
Scissortail Wealth Management LLC |
26 |
*New |
2024-03-31 |
130,745 |
$4,563,000 |
130,745 |
|
Foguth Wealth Management LLC. |
11 |
- |
2024-03-31 |
125,052 |
$4,364,000 |
0 |
|
Signal Advisors Wealth LLC |
19 |
- |
2024-03-31 |
125,052 |
$4,364,000 |
12,265 |
|
Truadvice LLC |
13 |
- |
2023-09-30 |
121,003 |
$3,980,000 |
-6,179 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1265 |
- |
2024-03-31 |
112,312 |
$3,920,000 |
97,448 |
|
Advisor Group Holdings Inc. |
1317 |
- |
2024-03-31 |
96,209 |
$3,358,000 |
-37,762 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1452 |
- |
2024-03-31 |
89,354 |
$3,118,000 |
2,777 |
|
FINANCIAL NETWORK |
835 |
- |
2024-03-31 |
86,533 |
$3,020,000 |
41,529 |
|
Cetera Investment Advisers |
570 |
- |
2024-03-31 |
70,356 |
$2,455,000 |
7,390 |
|
CWM LLC |
616 |
- |
2024-03-31 |
55,967 |
$1,953,000 |
55,962 |
|
Ignite Planners LLC |
54 |
- |
2024-03-31 |
54,357 |
$1,894,000 |
12,966 |
|
HARBOUR INVESTMENTS INC. |
253 |
- |
2023-12-31 |
51,390 |
$1,740,000 |
0 |
|
1ST SOURCE BANK |
110 |
*New |
2024-03-31 |
42,360 |
$1,478,000 |
42,360 |
|
Pensionmark Financial Group LLC |
104 |
- |
2024-03-31 |
41,000 |
$1,431,000 |
3,500 |
|
WETZEL INVESTMENT ADVISORS INC. |
26 |
- |
2024-03-31 |
41,185 |
$1,402,000 |
-270 |
|
Mutual Advisors LLC |
404 |
- |
2024-03-31 |
36,034 |
$1,258,000 |
4,000 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2287 |
- |
2024-03-31 |
35,309 |
$1,232,000 |
25,374 |
|
FSB PREMIER WEALTH MANAGEMENT INC. |
49 |
*New |
2024-03-31 |
29,087 |
$1,015,000 |
29,087 |
|
AE Wealth Management LLC |
657 |
- |
2024-03-31 |
26,779 |
$935,000 |
14,369 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1823 |
- |
2024-03-31 |
24,586 |
$858,000 |
3,721 |
|
Atria Wealth Solutions Inc. |
993 |
- |
2024-03-31 |
23,575 |
$823,000 |
4,711 |
|
Advance Capital Management Inc. |
53 |
- |
2024-03-31 |
23,526 |
$821,000 |
0 |
|
LPL FINANCIAL CORP |
3483 |
- |
2024-03-31 |
18,878 |
$659,000 |
5,959 |
|
MCKINLEY CARTER WEALTH SERVICES, INC. |
187 |
- |
2024-03-31 |
18,730 |
$654,000 |
7,230 |
|
MULTIFINANCIAL SECURITIES CORP |
1445 |
- |
2024-03-31 |
18,125 |
$633,000 |
3,219 |
|
IFP Advisors Inc |
500 |
- |
2023-12-31 |
18,214 |
$617,000 |
0 |
|
MML INVESTORS SERVICES LLC |
1709 |
- |
2024-03-31 |
16,793 |
$586,000 |
10,549 |
|
Integrity Financial Corp /WA |
59 |
- |
2024-03-31 |
16,016 |
$559,000 |
9,057 |
|
OGOREK ANTHONY JOSEPH /NY/ /ADV |
45 |
- |
2024-03-31 |
15,308 |
$534,000 |
14,174 |
|
Mayfair Advisory Group LLC |
52 |
*New |
2024-03-31 |
15,284 |
$533,000 |
15,284 |
|
Goss Wealth Management LLC |
1324 |
- |
2024-03-31 |
14,643 |
$511,000 |
1,740 |
|
Ameritas Advisory Services LLC |
557 |
- |
2024-03-31 |
14,226 |
$493,000 |
14,226 |
|
BB&T CORP |
1963 |
- |
2024-03-31 |
13,576 |
$474,000 |
1,460 |
|
Schulz Wealth LTD. |
32 |
- |
2024-03-31 |
13,417 |
$468,000 |
-4,212 |
|
Acorn Wealth Advisors LLC |
96 |
*New |
2024-03-31 |
12,148 |
$424,000 |
12,148 |
|
Stratos Wealth Partners LTD. |
971 |
- |
2024-03-31 |
11,351 |
$396,000 |
146 |
|
RAYMOND JAMES & ASSOCIATES |
3324 |
*New |
2024-03-31 |
8,651 |
$302,000 |
8,651 |
|
Orion Portfolio Solutions LLC |
1458 |
- |
2024-03-31 |
8,618 |
$301,000 |
1,860 |
|
Cresset Asset Management LLC |
1571 |
*New |
2024-03-31 |
8,515 |
$297,000 |
8,515 |
|
ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
162 |
- |
2024-03-31 |
8,256 |
$288,000 |
-1,347 |
|
Sunbelt Securities Inc. |
443 |
- |
2024-03-31 |
7,924 |
$277,000 |
1,435 |
|
Capital Investment Advisory Services LLC |
417 |
- |
2024-03-31 |
7,859 |
$274,000 |
6,662 |
|
ARBOR CAPITAL MANAGEMENT INC /ADV |
86 |
- |
2024-03-31 |
7,764 |
$270,000 |
876 |
|
Maltin Wealth Management Inc. |
104 |
*New |
2024-03-31 |
7,146 |
$249,000 |
7,146 |
|
CAMELOT PORTFOLIOS, LLC |
107 |
- |
2024-03-31 |
6,676 |
$233,000 |
-964 |
|
ROYAL BANK OF CANADA |
4055 |
- |
2024-03-31 |
6,376 |
$222,000 |
-3,267 |
|
Focus Financial Network Inc. |
603 |
- |
2024-03-31 |
5,935 |
$202,000 |
0 |
|
GeoWealth Management LLC |
742 |
*New |
2024-03-31 |
3,852 |
$134,000 |
3,852 |
|
Wagner Wealth Management LLC |
139 |
- |
2024-03-31 |
2,530 |
$88,000 |
0 |
|
NBC SECURITIES INC. |
976 |
- |
2024-03-31 |
2,490 |
$86,000 |
-669 |
|
DHJJ Financial Advisors Ltd. |
233 |
- |
2024-03-31 |
1,878 |
$66,000 |
-207 |
|
Spire Wealth Management |
1146 |
*New |
2024-03-31 |
1,751 |
$61,000 |
1,751 |
|
Steward Partners Investment Advisory LLC |
2243 |
- |
2024-03-31 |
1,026 |
$36,000 |
-133 |
|
Geneos Wealth Management Inc. |
1191 |
- |
2024-03-31 |
1,000 |
$35,000 |
0 |
|
Tanglewood Legacy Advisors LLC |
183 |
*New |
2024-03-31 |
1,010 |
$35,000 |
1,010 |
|
PROEQUITIES INC. |
1431 |
- |
2024-03-31 |
726 |
$25,000 |
-24,713 |
|
Creekmur Asset Management LLC |
370 |
- |
2024-03-31 |
608 |
$21,000 |
0 |
|
J P MORGAN CHASE & CO |
4930 |
- |
2024-03-31 |
578 |
$20,000 |
578 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1516 |
- |
2024-03-31 |
570 |
$20,000 |
0 |
|
ALPHAMARK ADVISORS LLC |
529 |
*New |
2024-03-31 |
300 |
$10,000 |
300 |
|
SOA Wealth Advisors LLC. |
539 |
*New |
2024-03-31 |
288 |
$10,000 |
288 |
|
Larson Financial Group LLC |
1065 |
- |
2024-03-31 |
248 |
$9,000 |
-295 |
|
Gerber Kawasaki Wealth & Investment Management |
286 |
*Closed |
2024-03-31 |
0 |
$0 |
-42,245 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
714 |
- |
2024-03-31 |
7 |
$0 |
0 |
|
LINCOLN NATIONAL CORP |
1202 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,000 |
|
UBS Group AG |
7556 |
*Closed |
2024-03-31 |
0 |
$0 |
-933 |
|
ADVISORY SERVICES NETWORK, LLC |
3476 |
*Closed |
2024-03-31 |
0 |
$0 |
-460 |
|
Sage Capital Advisorsllc |
137 |
*Closed |
2024-03-31 |
0 |
$0 |
-30,626 |
|
Sowell Financial Services LLC |
564 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,767 |
|
Delta Investment Management LLC |
225 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,903 |
|
HARTFORD FINANCIAL MANAGEMENT INC. |
399 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,198 |
|
Envestnet Portfolio Solutions Inc. |
1658 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,814 |
|
Impact Partnership Wealth LLC |
717 |
*Closed |
2024-03-31 |
0 |
$0 |
-70 |
|
|
78 Records found
|
1
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